$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing Brazilian lender.
Monday, August 17, 2026
From X
BDC on X
$MSFT is showing us how to have your AI cake and eat it too. Zuck should take notes
BDC on X
...."but we might not take the offer bc we have all these reasons to use the compute internally even though we missed ad revs" (basically) $meta https://t.co/ozJ63qcFIL
BDC on X
Majority of EPS growth is in tech. Rest of the market EPS growth is tepid. $QQQ imploding, $RSP ripped. Sustainable?
BDC on X
Meta’s committed AI capex risks exceeding financeable demand as capital costs rise, forcing a pivot from excess capacity.
BDC on X
Internet analysts once focused on Google Search, Meta advertising, Netflix subscribers and AWS growth. AI-era capex has made those earnings calls more complex.
BDC on X
@FrostByte123456 Yes. $GOOGL needs to feed TWO capex intensive businesses: 1. Search (Gemeni) and 2. Cloud. $AMZN needs to only feed one, which is AWS.
BDC on X
$SNAP will generate more FCF this year than $GOOGL and maybe more than the hyperscalers combined in the 2H ex MSFT! Just sayin...
BDC on X
Good point here re how OBBB flatters cash flow. $GOOGL https://t.co/MkSPZ5NNOZ
Investor Letters
All letters- Patient Capital Management 3Q25 +14.1%
- Patient Capital Management fourth quarter of 2025 +6.0%
- Ariel Investments Quarter Ended June 30, 2026 +13.6%
- Artisan Partners Q2 2026 +12.4%
- Weitz Investment Management 4Q25
- Weitz Investment Management second quarter
- O'Keefe Stevens Advisory Q3 2025
- O'Keefe Stevens Advisory Q4 2025
Will Hubspot go the way of the Dodo?
HubSpot trades near its 2020 share price despite quadrupled revenue and $750 million in free cash flow, with Breeze AI upside weighed…
AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap
Steve Eisman argues the AI boom hinges on Anthropic and OpenAI’s importance to hyperscalers, while weighing software, CoreWeave and Cisco…
$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
DNOW’s MRC Global merger targets $75 million of synergies, with a 2029 bull case of $30 to $32 per share driven by cash flow and rerating.
The AI Compute Squeeze
CoreWeave and Nebius cite AI compute shortages and higher-priced GPU renewals, but older-chip utilization and depreciation vary across…
Are Department Stores Finally Shortable?
Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…
Why I am going to utilize options more to manage my portfolio
Options strategies will manage portfolio risk after Meta, Alphabet and Amazon calls drove gains, while Lululemon LEAPs produced an 80% loss.
[scuttleslops] ZTS, APO, FISV, TTD, RELY
Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…
The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)
Copart faces a near-term lift from pricier AV repairs and total losses, but shrinking accident volumes could eventually force its…
Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers
GFL’s proposed acquisition of Secure follows 19% revenue growth at Secure and 14.8% EBITDA growth at GFL, with Permian produced-water and…
$UWMC lost $600m hedging a deal they'd already lost
UWMC booked a roughly $600 million Q2 hedging loss tied to TWO months after the deal collapsed, contributing to an expensive capital raise.
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Older Stories
Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
Steve Eisman
Alphabet Inc. ($GOOGL) - Deep Dive
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[V, MA] The more things change, the more they stay the same
scuttleblurb
SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap
Steve Eisman
$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove
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